Atlas Healthcare, LLC 401k Plan — Form 5500 plan (Atlas Healthcare, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Atlas Healthcare, LLC 401k Plan is a benefit plan reported by Atlas Healthcare, LLC under EIN 84-2084149 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,387 participants and $19,295,896 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Atlas Healthcare, LLC
- EIN
- 84-2084149
- Plan number
- 002
- Plan type
- 2
- Location
- Toms River, NJ
- Latest filing year
- 2023
- Participants
- 1,387
- End-of-year plan assets
- $19,295,896
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,387 | H, C | 20241014091144NAL0026881153001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,295,896
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,295,896
- Net assets (BOY)
- $16,018,718
Income & contributions
- Employer contributions
- $420,995
- Participant contributions
- $1,482,326
- Total contributions
- $3,149,377
- Total income / additions
- $5,624,942
Expenses & distributions
- Benefits paid
- $3,142,110
- Administrative expenses
- $52,927
- Total expenses
- $3,224,104
- Net increase / (decrease)
- $2,400,838
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $32,927 | $0 | 2023 |
| Cambridge Investment Research | ADVISOR | $0 | $30,913 | 2023 |
| Alan Goodman Cpa Pc | ACCOUNTANT/AUDITOR | $20,000 | not reported in the loaded dataset | 2023 |
| United Planners Financial Services | ADVISOR | $0 | $7,471 | 2023 |
| National Financial Services LLC | PAYING AGENT | $0 | $4,343 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Atlas Healthcare, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Toms River, NJ
- Fidelity Investments Institutional — Schedule C compensation
- Cambridge Investment Research — Schedule C compensation
- Alan Goodman Cpa Pc — Schedule C compensation
- United Planners Financial Services — Schedule C compensation
- National Financial Services LLC — Schedule C compensation